Who owns Wisdomtree Mortgage Plus Bond Fund etf?

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Analyze quarterly positions in Wisdomtree Mortgage Plus Bond Fund etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Mortgage Plus Bond Fund etf stock

Who bought or sold Wisdomtree Mortgage Plus Bond Fund etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Invenio Wealth Partners 182k $8.1M 9% Sep 2025
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IHT Wealth Management 173k $7.7M 2% Sep 2025
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Atria Investments 137k $6.1M 15% Sep 2025
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LPL Financial 97k $4.3M 254% Sep 2025
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Insight Advisors, LLC/ PA 96k $4.3M 0% Sep 2025
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Defined Financial Planning 85k $3.8M 23% Sep 2025
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Nbc Securities 53k $2.3M 3% Sep 2025
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Oxinas Partners Wealth Management 45k $2.0M 5% Sep 2025
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RFG Advisory 43k $1.9M 1% Sep 2025
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Jane Street 30k $1.4M -55% Sep 2025
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Raymond James Financial 28k $1.2M 22% Sep 2025
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Concurrent Investment Advisors 26k $1.1M -19% Sep 2025
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Harbour Investments 22k $995k 27% Sep 2025
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Cetera Investment Advisers 19k $823k 10% Sep 2025
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Private Advisor 15k $685k -6% Sep 2025
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Envestnet Asset Management 15k $664k 12% Sep 2025
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Vestmark Advisory Solutions 14k $643k -26% Sep 2025
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Empirical Asset Management 11k $480k 12% Sep 2025
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Beacon Financial Advisory 8.8k $390k -19% Sep 2025
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REAP Financial Group 7.1k $317k 0% Sep 2025
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Wealthcare Advisory Partners 6.7k $300k 100% Sep 2025
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ORG Partners 6.2k $275k -2% Sep 2025
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Summit Financial 5.4k $242k 100% Sep 2025
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Gateway Wealth Partners 5.2k $234k 100% Sep 2025
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Bank of New York Mellon 5.2k $234k 4% Sep 2025
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Golden State Equity Partners 4.8k $214k 0% Sep 2025
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Jpmorgan Chase & Co 4.1k $183k 15% Sep 2025
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Centaurus Financial 3.7k $166k 1% Sep 2025
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Evolution Wealth Management 3.6k $158k -8% Sep 2025
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CoreCap Advisors 2.8k $124k -2% Sep 2025
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Creative Financial Designs 315.00 $14k 0% Sep 2025
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IFP Advisors 223.00 $9.9k 0% Sep 2025
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DHJJ Financial Advisors 22.00 $980.999800 0% Sep 2025
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Smartleaf Asset Management 5.00 $231.000000 -58% Sep 2025
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Wells Fargo & Company 1.00 $27.000000 0% Sep 2025
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FMR 1.00 $45.000000 100% Sep 2025
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Who sold out of Wisdomtree Mortgage Plus Bond Fund etf?

Fund or Company Name Date Sold Shares Held Valued At
Armis Advisers Jun 2025 42k $1.9M
Susquehanna International Jun 2025 11k $506k
Drive Wealth Management Jun 2025 5.2k $230k
UBS Group Jun 2025 167.00 $7.4k
Transce3nd Jun 2025 108.00 $4.8k